See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,144 | $106,749-7.1% | $145,433-31.8% | $82,448+20.3% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 20.97% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $4,895 | $3,444+42.1% | $4,554+7.5% | $2,551+91.9% |
| Participant deferral / active EE | $8,786 | $6,519+34.8% | $7,897+11.2% | $4,139+112.3% |
| Admin fee / account holder | $8 | $8,390-99.9% | $13,129-99.9% | $7,234-99.9% |